1.Monitors labeled bank emails
Integrate Gmail and email parsing tools to ingest labeled notification bodies for transaction parsing.
Create deposit and withdrawal rows from labeled bank emails
Automatically monitor labeled bank notification emails across Gmail and Smartsheet. Create and update reconciliation rows and reviewer notifications when labeled deposits post, labeled withdrawals post, or labeled transaction alerts arrive — so you can add rows, notify review, and keep reconciliation moving without manual reconciliation.
How this automation protects your reconciliation
When labeled bank email updates arrive without structured capture, reconciliation can stall and errors can slip through. This automation uses Gmail to parse transaction details, filters qualifying deposits and withdrawals, adds Smartsheet rows, and notifies a reviewer — so your team can reconcile faster.
Gmailor swap with your favorite app
2.Splits email into line items
Integrate Formatter by Zapier and text parsing tools to split the email body into indexed line items and fields.
Formatter by Zapieror swap with your favorite app
3.Filters deposit and withdrawal lines
Integrate Filter by Zapier and rules logic to continue only for qualifying deposit and withdrawal records.
Filter by Zapieror swap with your favorite app
4.Adds transaction rows to sheet
Integrate Smartsheet and reconciliation sheets to add a new top row with parsed date, description, and amount.
Smartsheetor swap with your favorite app
5.Notifies reviewer with email excerpt
Integrar flow.team and approval notifications to send a bot message con the email excerpt and the new row link.
flow.teamor swap with your favorite app
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Create transaction alerts from matching inbound emails now
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Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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